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Braun Stacey Associates’s IQVIA IQV Stock Holding History

Braun Stacey Associates’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-69,628
Closed -$11.9M – 117
2026
Q1 		$11.9M Buy
+69,628
New +$13.6M 0.39% 80
2024
Q4 		– Sell
-49,964
Closed -$11.8M – 119
2024
Q3 		$11.8M Sell
49,964
-2,992
-6% -$706K 0.45% 77
2024
Q2 		$11.2M Sell
52,956
-6,185
-10% -$1.41M 0.43% 79
2024
Q1 		$15M Buy
+59,141
New +$13.8M 0.59% 77
2022
Q2 		– Sell
-82,070
Closed -$19M – 143
2022
Q1 		$19M Sell
82,070
-13,155
-14% -$3.12M 0.79% 58
2021
Q4 		$26.9M Buy
95,225
+1,113
+1% +$289K 0.98% 35
2021
Q3 		$22.5M Sell
94,112
-2,866
-3% -$723K 0.9% 40
2021
Q2 		$23.5M Buy
96,978
+148
+0.2% +$34.2K 0.92% 39
2021
Q1 		$18.7M Buy
96,830
+2,284
+2% +$429K 0.79% 60
2020
Q4 		$16.9M Buy
94,546
+6,413
+7% +$1.08M 0.76% 62
2020
Q3 		$13.9M Buy
88,133
+5,770
+7% +$904K 0.74% 64
2020
Q2 		$11.7M Buy
82,363
+12,977
+19% +$1.76M 0.67% 78
2020
Q1 		$7.48M Sell
69,386
-10,562
-13% -$1.51M 0.57% 80
2019
Q4 		$12.4M Sell
79,948
-41,885
-34% -$6.12M 0.69% 84
2019
Q3 		$18.2M Buy
121,833
+179
+0.1% +$27.9K 1.15% 24
2019
Q2 		$19.6M Sell
121,654
-3,854
-3% -$541K 1.25% 16
2019
Q1 		$18.1M Sell
125,508
-815
-0.6% -$109K 1.2% 21
2018
Q4 		$14.7M Sell
126,323
-2,087
-2% -$253K 1.16% 28
2018
Q3 		$16.7M Sell
128,410
-3,665
-3% -$440K 1.06% 36
2018
Q2 		$13.2M Sell
132,075
-2,675
-2% -$267K 0.89% 58
2018
Q1 		$13.2M Sell
134,750
-1,116
-0.8% -$113K 0.91% 58
2017
Q4 		$13.3M Buy
135,866
+4,247
+3% +$432K 0.89% 54
2017
Q3 		$12.5M Buy
+131,619
New +$12.2M 0.86% 67

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Braun Stacey Associates's IQV Position: Q2 2026 in Review

Braun Stacey Associates sold out of IQVIA (IQV) in Q2 2026, closing a stake of 69,628 shares — an estimated $11.9M sold.

Braun Stacey Associates first reported a position in IQV in Q3 2017 and held it in 23 quarters. The position peaked at $26.9M in Q4 2021. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Braun Stacey Associates reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Braun Stacey Associates sold 69,628 IQVIA shares in Q2 2026, an estimated $11.9M.
  • Braun Stacey Associates first reported a position in IQVIA in Q3 2017 and held it in 23 quarters.
  • Braun Stacey Associates's IQVIA position peaked at $26.9M in Q4 2021.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Braun Stacey Associates's 13F filing for Q2 2026, filed 5 Aug 2026.